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Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,350 | $88,672+32.3% | $105,223+11.5% | $82,448+42.3% |
| Participation rate | 74.5% | 67.9%+6.6pp | 75.0%-0.5pp | 68.1%+6.5pp |
| Annual return | 11.94% | 30.86%-18.9pp | 180.65%-168.7pp | 41.64%-29.7pp |
| Employer contribution / active EE | $759 | $3,048-75.1% | $3,689-79.4% | $2,551-70.3% |
| Participant deferral / active EE | $3,702 | $4,036-8.3% | $5,072-27.0% | $4,139-10.6% |
| Admin fee / account holder | $44,517 | $7,146+523.0% | $8,859+402.5% | $7,234+515.4% |